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Skills

  • Supervision
  • Advanced Excel proficiency (VLOOKUP, Pivot Tables)
  • Corporate account management
  • Budgets
  • Financial presentation design
  • Business operations
  • Financial and operational reporting
  • Organization
  • Process improvement
  • Business account reconciliation

Work Experiences

  • Analyzed account performance.
  • Oversaw the delivery of program project by initiative team, which resulted in metric.
  • Built predictive models for account profitability forecasts.
  • Analyzed and interpreted financial data.
  • Achieved a 15% reduction in attrition.
  • Answered 18 calls per one year to help customers with their questions and concerns.
  • Achieved a $6 revenue increase in 2016.
  • Looked for industry trends on social media and through online sources.
  • Analyzed client service-level agreements.
  • Analyzed complex data sets.

Summaries

  • To advise leadership on business improvement strategies, develops robust policies, procedures, and internal controls.
  • Achieved a 17% margin increase for Power BI in 2022.
  • Qualitative and quantitative analysis, contract management, and forecasting are all skills I have.
  • Overall morale and productivity are boosted by experience in policy development and staff management procedures.
  • Business Account Analyst with a proven ability to deliver customized KPI dashboards, enabling managers to improve strategic decision-making by 30% in 2017.
  • Business Account Analyst skilled in implementing data-driven solutions.
  • Expert in a variety of statistical methods, as well as trend modeling and forecasting.
  • Achieved a 22% reduction in discrepancies.
  • Adjusted credit limits strategically.
  • Strengths in cross-functional collaboration and client relations backed up by Miscellaneous training.

Accomplishments

  • Monitored market trends and created predictive models leading to a 71% improvement in market entry success.
  • Improved monthly departmental cash flow reports, delivering actionable insights leading to a 51% improvement in resource allocation.
  • Led a cross-departmental project to automate recurring billing processes, reducing manual errors by 31%.
  • Administered quarterly financial performance reports, resulting in improved departmental alignment toward organizational goals.
  • Steered financial planning for new business initiatives, forecasting $10 revenue increase over 13 years.
  • Led development of a KPI tracking system specific to business accounts, driving actionable insights for senior leadership.
  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Devised advanced financial models that contributed to securing contracts valued at $13 in 2015.
  • Partnered with external auditing firms, aligning internal processes which led to successful clearance of 8 audits with zero discrepancies.
  • Collaborated cross-functionally with procurement, marketing, and sales teams to streamline processes, resulting in 41% cost savings in the fiscal year.

Affiliations

  • Association for Computing Machinery
  • Society of Financial Examiners (SOFE)
  • Society of Human Resource Management
  • International Credit & Risk Management Institute (ICRM)
  • Institute of Management Accountants (IMA)
  • Society of Women Engineers
  • American Marketing Association
  • American Institute of Certified Public Accountants (AICPA)
  • Rotary International
  • International Institute for Analytics (IIA)

Certifications

  • CompTIA Network+
  • Google Data Analytics Professional Certificate
  • Advanced Business Intelligence Certification
  • Certified Treasury Professional (CTP)
  • Certified Data Analyst (CDA)
  • Financial Modeling & Valuation Analyst (FMVA) certification
  • Certified ScrumMaster (CSM)
  • Certified Business Analysis Professional (CBAP)
  • ITIL Foundation Certification
  • Apple Certified Associate (ACA)

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